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Cullen/Frost Bankers

412 hedge funds and large institutions have $5.59B invested in Cullen/Frost Bankers in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 148 increasing their positions, 138 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $29.4M | Put options by funds: $19.3M

7% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 138

0.42% more ownership

Funds ownership: 81.8%82.22% (+0.42%)

9% less funds holding

Funds holding: 455412 (-43)

20% less capital invested

Capital invested by funds: $6.96B → $5.59B (-$1.37B)

41% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 97

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
412
Holders Change
-43
Holders Change %
-9.45%
% of All Funds
6.57%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
57
Increased
148
Reduced
138
Closed
97
Calls
$29.4M
Puts
$19.3M
Net Calls
+$10.1M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
Accel Wealth Management
Iowa
$10.5K +$12.5K +100 New
EWA
352
EverSource Wealth Advisors
Alabama
$9.9K +$11.7K +94 New
AT
353
Avalon Trust
New Mexico
$9.59K +$11.3K +91 New
BAM
354
Belpointe Asset Management
Nevada
$9.38K -$40K -321 -78%
ASN
355
Advisory Services Network
Georgia
$9.34K -$1.46M -11,690 -99%
QL
356
Quarry LP
New York
$9.27K -$14.3K -115 -57%
C
357
Covestor
United Kingdom
$9K -$125 -1 -1%
AAS
358
Ameritas Advisory Services
Nebraska
$8.82K +$10.5K +84 New
Jones Financial Companies
359
Jones Financial Companies
Missouri
$8.74K
FFA
360
Farther Finance Advisors
California
$8.22K +$9.09K +73 +1,460%
CTA
361
Colonial Trust Advisors
South Carolina
$8.01K
IA
362
IFP Advisors
Florida
$7.44K -$59.5K -478 -81%
BBHC
363
Brown Brothers Harriman & Co
New York
$6.53K +$4.23K +34 +121%
PFBT
364
Parkside Financial Bank & Trust
Missouri
$5.37K +$2.62K +21 +70%
Commonwealth Equity Services
365
Commonwealth Equity Services
Massachusetts
$5.34K +$734K +5,893 +13%
AFG
366
Albion Financial Group
Utah
$5.27K
Group One Trading
367
Group One Trading
Illinois
$5.27K +$6.23K +50 New
AWM
368
Abound Wealth Management
Tennessee
$4.5K +$3.86K +31 +258%
GWS
369
Glassman Wealth Services
Virginia
$4.21K +$1.25K +10 +33%
MA
370
Montag & Associates
Georgia
$3.9K
CB
371
CNB Bank
Pennsylvania
$3.58K
SWM
372
Sugarloaf Wealth Management
Georgia
$3.48K
GRP
373
Global Retirement Partners
California
$3.26K +$4.11K +33 New
FMII
374
Farmers & Merchants Investments Inc
Nebraska
$3.16K
GWSG
375
GPS Wealth Strategies Group
Colorado
$3.06K +$3.61K +29 New

CFR Hedge Fund Activity: Q1 2023 in Review

412 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Cullen/Frost Bankers (CFR) for Q1 2023, worth a combined $5.59B — down 20% from $6.96B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of CFR and 57 opened new positions — a net loss of 40 holders — while 138 trimmed existing stakes and 148 added.

The largest buyer was State Street, adding an estimated $74.3M. The largest seller was Capital Research Global Investors, cutting an estimated $162M.

  • 412 institutional investors held Cullen/Frost Bankers (CFR) as of Q1 2023, down from 455 in Q4 2022.
  • Funds reported $5.59B of Cullen/Frost Bankers stock for Q1 2023, down 20% quarter-over-quarter.
  • 57 funds opened new Cullen/Frost Bankers positions in Q1 2023 and 97 closed out, a net change of -40 holders.
  • The largest Cullen/Frost Bankers buyer in Q1 2023 was State Street, an estimated $74.3M added.
  • The largest Cullen/Frost Bankers seller in Q1 2023 was Capital Research Global Investors, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2023.